Virtual tax preperation

Visit our Contact section or contact us by phone to enter your basic information—your name and email address.

This allows us to create a client account for you and send you a secure login link

Check your email for a secure link from our team.

Click the link to access our secure client portal, where you’ll manage your profile and upload your documents.

Once logged in, follow the prompts to complete your profile details.

Fill in any required information like your contact details and general tax-related questions.

Navigate to the “Files” section in the portal.

Select “Upload” and choose the required tax documents (e.g., W-2s, 1099s, receipts).

Ensure you upload clear and readable copies of all necessary paperwork to avoid delays.

After uploading all your documents, go to the “Messenger” section.

Write a brief note letting your tax professional know you’ve uploaded everything.

This secure message notifies our team so we can start reviewing your files right away.

Once we receive your documents, a member of our team will reach out to confirm the best time for a consultation.

Alternatively, you can schedule a call or Zoom meeting directly through our website.

During the review, we’ll discuss your return, answer any questions, and make sure everything is accurate.

After the meeting, we’ll finalize your tax return.

We’ll notify you when your return is ready to sign and submit.

You can review your finalized return in the portal and electronically sign

By following these steps, you’ll ensure a smooth and secure process for sharing your tax documents, communicating with your tax professional, and reviewing your return. If you have any questions at any point, don’t hesitate to reach out. We’re here to help!